See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,016 | $96,635-47.2% | $86,612-41.1% | $139,434-63.4% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 23.65% | 106.41%-82.8pp | 591.07%-567.4pp | 372.94%-349.3pp |
| Employer contribution / active EE | $1,909 | $3,263-41.5% | $3,022-36.9% | $4,751-59.8% |
| Participant deferral / active EE | $8,565 | $4,836+77.1% | $4,438+93.0% | $6,710+27.6% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |